Weekly Theme Wrap (Nov 5 – Nov 9)

November 9, 2018 · #Yellow Dust & Fine Particulates / Masks / Air Purifiers #North Korea #Autonomous Driving #Flexible Displays / PCB & Flexible PCB #Battery / EV #Shipbuilding #Airlines & Low-Cost Carriers #Securities Brokers #Telecom Carriers

5 trading days · top 9 themes — most persistent is Yellow Dust & Fine Particulates / Masks / Air Purifiers at 2 days (weekly avg. +7.7%). Best single day this week: Nov 9, +12.3%.

Trading days5d Most days strong2d weekly avg.+7.7% LeaderKC Cottrell

Average change over the period

Average change of member stocks, by theme · descending
Yellow Dust & Fine Particulates / Masks / Air Purifiers
+7.7%
North Korea
+5.6%
Autonomous Driving
+11.6%
Flexible Displays / PCB & Flexible PCB
+10.5%
Battery / EV
+9.0%
Shipbuilding
+6.5%
Airlines & Low-Cost Carriers
+3.1%
Securities Brokers
+2.0%
Telecom Carriers
+1.8%

From 2018-11-05 to 2018-11-09, nine themes showed strength. Yellow Dust & Fine Particulates / Masks / Air Purifiers led, with 2 strong days and an average change of 7.68%.

Its best day was Nov 9 at 12.26%, led by KC Cottrell and Monalisa. North Korea also stayed strong for 2 days, averaging 5.59% with Daeyu and Uneco in front.

Autonomous Driving had a one-day jump of 11.61% on Nov 8. Flexible Displays / PCB & Flexible PCB, a new theme, posted 10.53%. Battery / EV added 9.01% the same day.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Yellow Dust & Fine Particulates / Masks / Air Purifiers2d+7.7%2018-11-09 (+12.3%)recurredKC Cottrell, Monalisa
North Korea2d+5.6%2018-11-08 (+7.0%)recurredDaeyu, Uneco
Autonomous Driving1d+11.6%2018-11-08 (+11.6%)recurredTHE MIDONG
Flexible Displays / PCB & Flexible PCB1d+10.5%2018-11-08 (+10.5%)newBHCo
Battery / EV1d+9.0%2018-11-08 (+9.0%)recurredCosmochemical
Shipbuilding1d+6.5%2018-11-06 (+6.5%)recurredHanwha Ocean
Airlines & Low-Cost Carriers1d+3.1%2018-11-06 (+3.1%)recurredJejuair
Securities Brokers1d+2.0%2018-11-07 (+2.0%)recurredKIWOOM Securities
Telecom Carriers1d+1.8%2018-11-07 (+1.8%)recurredSK Telecom

What to Watch Next Week

Nov 8 was the busiest date of the week, with four themes posting their best day. The open question is whether that cluster of strength continues next week.

Earlier in the week, Shipbuilding reached 6.53% on Nov 6 and Securities Brokers 1.97% on Nov 7. It remains to be seen whether these single-day moves come back.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
11-0511-0611-0711-0811-09
Yellow Dust & Fine Particulates / Masks / Air Purifiers+3.1+12.3
North Korea+4.2+7.0
Autonomous Driving+11.6
Flexible Displays / PCB & Flexible PCB+10.5
Battery / EV+9.0
Shipbuilding+6.5
Airlines & Low-Cost Carriers+3.1
Securities Brokers+2.0
Telecom Carriers+1.8
Down UpBlank = not in that day's strong list